Portfolio Trackers

ChatGPT(4o)¹

Portfolio tracking tools are applications or software platforms that help investors monitor and manage their investment portfolios.

I need to setup infrastructure for tracking my portfolio and wealth in order make better financial decisions. Right now I only have a foggy mental model of my finances that definitely does not correctly reflect the reality. I do not have clear view of all of my monthly expense (eg. subscriptions).

The most optimal path looks like having Python scripts and using Google sheets. Plus the Python scripts can produce CSV that I can import into TradingView Portfolios and also works with it in the downstream tasks.

• Open-source
  • Portfolio Performance
    • Website Download
    • https://github.com/portfolio-performance/portfolio
      • 3.4k stars
    • Best option for investment portfolio tracking
    • I am currently using this
    • Youtube Video - Portfolio Performance Tutorial
  • wealthfolio
    • https://github.com/afadil/wealthfolio
      • 5.1k stars
    • Desktop Investment Tracking Application
• Google Sheet Spreadsheet Templates
  • Stock Portfolio Tracking Spreadsheet
    • My copy of it
  • Investment Portfolio Tracker — a Spreadsheet for DIY Investors
    • My copy of it
• Proprietary (with free tier)
  • Google Finance
  • Yahoo Finance
  • Snowball Analytics
    • https://snowball-analytics.com/
    • Shown in https://www.youtube.com/watch?v=7O7MzihMdzw
  • getquin getquin
    • Tracker used by European Youtuber Angelo Colombo
    • Supports IBKR, Trade
  • TradingView Portfolios
    • This looks very good - simple and very straight forward
    • https://www.tradingview.com/portfolios/
  • Portseido
  • Simple Portfolio
    • https://simpleportfolio.app/pricing
    • Free preprocessing of broker exports
  • sharesight